Royce W. Medlin, CFA, CAIA
Managing Wealth for Generations
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Clear Rock Advisors
Royce W. Medlin, CFA, CAIA
Dallas, Texas
Serving Clients Nationwide
Managing Wealth for Generations
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Living in Retirement
- Taxes
About Me
Royce W. Medlin is Chief Investment Officer at Clear Rock Advisors where he provides investment strategy and communication, global asset allocation, manager due diligence and portfolio construction. Prior to founding Clear Rock Advisors, he served as Director of Capital Advisory Group at Lazard Asset Management. He also previously served as Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust.Royce received an MBA from Texas Christian University and a BS in International Trade from Texas Tech University.
Professional Designations
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Primary Location
4809, Cole Avenue, Dallas, Texas, 75205
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Getting started with Clear Rock is easy. Click the 'Book Intro Call' button above and take a few minutes to complete our initial assessment to explore if working with Clear Rock is a good fit for you. Clear Rock is a full-service wealth management firm specializing in providing financial planning and investment management services for clients with investable assets above $1M.Offers Investment Management
Yes
About our Firm
Clear Rock Advisors, LLC is an independent investment management firm headquartered in Austin, Texas. At Clear Rock, our clients are our extended family that we work closely with to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.Our namesake comes from the Hall Family’s Clear Rock Ranch, which is the inspiration for how our company was designed and functions. For generations, it has been a special place for family and friends to be together. At Clear Rock, the truth is always spoken, and values, ideas and knowledge are openly shared between generations. Removed from modern life’s distractions and noise, Clear Rock has been a place to think clearly while knowing a clear mind makes the best decisions.
Clear Rock’s financial experts strive to embody the strength, values and knowledge shared at the Clear Rock Ranch. By building authentic relationships with our clients, we can preserve family legacies while empowering future generations.
Education
Texas Christian University - M.J. Neeley School of Business, MBA | Texas Tech University, BS, International Trade
Badges
Who We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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